Q: Just a followup of my previous question, you have no problem to Add for these names at current level. Just wondering for how long you think to hold them? What are the signs that I need to sell?
Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.
Q: Hi Group in what order highest risk first please. (particularly worried tech stocks) and where we go from here??... buy, sell, hold..) plse give me you thought on sectors at most risk going fwd
Q: On the dip, where does Google look compelling. We listened to your advice a couple years ago and would like to add as we see this as a pillar in our holdings.
Q: Hi Group looking at selling FFH+ GSY+BYD ( While I still have some profits in BYD and FFH...GSY seems like dead money down 20% and use funds to start positions in CLS And GDXJ Both would would be in my TSFA) what do you think? looking for Max growth in my TSFA...Also what would your top 3 picks be using this same criteria ....PS am 74 years old
Q: For a portfolio overweight in Tech, which would you suggest trimming? The highest weights are VGT and NVDA, with less in GOOGL and MSFT, and a small portion in each of CSU and SHOP. Thanks for all you do!
Q: I am considering adding to each of the above companies. Can you discuss the EPS, and sales % growth prospects. If you had to provide these %'s for 5 years out, what would they be? Can you also discuss PE's, trailing and forward and their relation to both the projected EPS growth and historical valuations? Please deduct as many question credits as necessary. Thank you.
just sell pltr and have some cash, thinking about buy MSFT ,BN BAM, TLT OR GOOGLE at today price, hope can hear yours idea. try to buy and hold for long time .appreicate!
Q: If Google was forced to break up the company,typically how is this done would you get some shares of You Tube and Waymo etc or what would that possibly look like if it occurs….Thanks
Q: I have an oversized position in Alphabet. Could you offer some alternatives, yet staying in the similar tech industry, and whose prices seem reasonably priced.
Q: Hi 5i
From what I understand google has changed its AI driven search algorithm which will impact reddits traffic and revenues.
How would you evaluate the risk to RDDTs business and what action has reddit taken to fight this.
Where do you see reddit and SP going from here and would 5i start a new position at this time?
How comfortable, (1-10 rating with 1 being highest) would 5i be holding this one heading into earnings?
thx
Q: Hi Folks,
I would like to add to my position in either CSU, GOOGL or MSFT. May I have your opinion in what order you would add too and why. This would be in my TFSA account.
Thanks
GOOGL is often first on the list to buy long-term. With AI spreading out the base for every day questions that GOOGL once dominated, USA gov't witch hunt, and changes at Apple, does this change your view on retaining a full position of GOOGL?
Q: Hi Folks,
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks
Q: From a long term investment perspective, what would you give this stock out of 10 currently? Are there 1-2 other stocks regardless of sector you would give the same score?